One Brick Capital, LLC

One Brick Capital, LLC provides personalized financial planning, investment management, and consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, financial institutions and small businesses. The firm manages client accounts primarily on a discretionary basis, reports $26,275,000 in discretionary assets, and states that all accounts it manages are enrolled in its wrap fee program.

The firm’s investment approach emphasizes participating in upside asset‑price momentum while using systematic, rules‑based downside‑protection strategies to avoid material losses, employing both fundamental and technical analysis. Portfolios are constructed with individually managed tactical allocations to equities and ETFs, include regular monitoring and quarterly reviews, and offer real‑time reporting for OBC One wrap clients.

A distinctive feature is that One Brick sponsors its own wrap fee program (OBC One), a capability that is uncommon among independent advisers; the program is described as tailored to higher‑net‑worth clients and includes coordination with clients’ tax, legal and banking advisors and access to alternative investments. The firm also discloses a policy against using mutual fund share classes that impose 12b‑1 or revenue‑sharing fees within its wrap program and may select third‑party managers when appropriate.